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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,773 | $82,324+66.1% | $68,803+98.8% | $134,545+1.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.89% | -2.17%-9.7pp | -6.37%-5.5pp | 418.37%-430.3pp |
| Employer contribution / active EE | $6,539 | $3,302+98.1% | $2,656+146.2% | $4,742+37.9% |
| Participant deferral / active EE | $5,488 | $4,740+15.8% | $3,942+39.2% | $6,401-14.3% |
| Admin fee / account holder | $4,692 | $6,485-27.7% | $4,936-4.9% | $11,431-59.0% |